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* add redbark provider integration - per family api key provider, built like the lunchflow integration - syncs accounts, balances and transactions from api.redbark.com - account setup flow, settings panel, locales and routes - tests and fixtures * harden redbark integration based on prior provider pr feedback - use DebugLogEntry.capture for sync/import/unlink failures - retry 429s and 5xxs with backoff, raise on page cap instead of truncating - keep raw response bodies out of logs and errors - not null constraints on account columns, migration base 7.2 - persist ignored flag for skipped accounts so they stop nagging setup - validate api key on every save, re-arm status on key rotation - destroy aborts if unlink fails, atomic account create and link - require_admin on mutating actions, see_other on error redirects - single grouped query for item account counts - i18n default connection name, blank password field value - controller and provider tests * fix issues found in second review sweep - add missing syncable scope, without it every family sync raises - kick off a sync on connection create and on key rotation - setup dialog fetches accounts inline for fresh connections and shows api errors - skip balance write when no balance has been fetched yet, never anchor a false zero - exclude stale and non banking accounts from the batched balances call, per account fallback if the batch is rejected - detect the server row ceiling and empty pages instead of silently truncating history - user sync start date only governs the initial backfill, incremental after that - fetch connections before the per account loop so auth errors propagate once - drop untemplated index/show/new/edit routes and dead preload/link_accounts actions - stable dom id on the settings panel so repeat turbo replaces keep working * skip brokerage connections, found in live testing - the transactions endpoint 400s for brokerage connections, they belong to /v1/trades - only import accounts from banking and documents connections - guard transaction fetches for any legacy linked non banking account * address review feedback - treat the truncation header as a pagination signal: split the date window and refetch instead of failing the account - prune stale pending rows from the snapshot so settled pendings cant come back as duplicates - block linking a sure account that already has another provider feed - count setup failures separately from skips and surface an error instead of "all skipped" - add not nulls on redbark_items name and api key - enqueue the destroy job after the flag commits, not inside the transaction - swap bg-gray-400 for bg-surface-inset, drop amounts from info logs, remove i18n default fallbacks - tests for window splitting, pending pruning and encrypted payload round trip * fix issues from convention review - benign skips (unlinked account, blank id, unparseable rows) no longer count as failures, tracked separately so a clean batch reports success - currency parsing goes through extract_currency so hash shaped payloads resolve instead of falling to the default - merchant ids use truncated sha256 instead of md5 - debug log entries for import failures and account sync scheduling failures * bound the raw transactions snapshot to the fetch window - trim raw_transactions_payload to the current fetch window on merge, same as brex - keep rows without a parseable date, drop settled pendings as before - surface skipped rows in the aggregate debug log entry with imported/skipped counts
71 lines
2.1 KiB
Ruby
71 lines
2.1 KiB
Ruby
# frozen_string_literal: true
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class CreateRedbarkItemsAndAccounts < ActiveRecord::Migration[7.2]
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def change
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# Create provider items table (stores per-family connection credentials)
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create_table :redbark_items, id: :uuid do |t|
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t.references :family, null: false, foreign_key: true, type: :uuid
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t.string :name, null: false
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# Institution metadata
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t.string :institution_id
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t.string :institution_name
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t.string :institution_domain
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t.string :institution_url
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t.string :institution_color
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# Status and lifecycle
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t.string :status, default: "good", null: false
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t.boolean :scheduled_for_deletion, default: false, null: false
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t.boolean :pending_account_setup, default: false, null: false
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# Sync settings
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t.datetime :sync_start_date
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# Raw data storage
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t.jsonb :raw_payload
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t.jsonb :raw_institution_payload
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# Provider-specific credential fields
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t.text :api_key, null: false
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t.timestamps
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end
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add_index :redbark_items, :status
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# Create provider accounts table (stores individual account data from provider)
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create_table :redbark_accounts, id: :uuid do |t|
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t.references :redbark_item, null: false, foreign_key: true, type: :uuid
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# Account identification
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t.string :name, null: false
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t.string :redbark_account_id, null: false
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t.string :connection_id
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t.string :account_number
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# Account details
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t.string :currency, null: false
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t.decimal :current_balance, precision: 19, scale: 4
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t.string :account_status
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t.string :account_type
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t.string :provider
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# Setup state - accounts the user chose to skip stay hidden from setup prompts
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t.boolean :ignored, default: false, null: false
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# Metadata and raw data
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t.jsonb :institution_metadata
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t.jsonb :raw_payload
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t.jsonb :raw_transactions_payload
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# Sync settings
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t.date :sync_start_date
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t.timestamps
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end
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add_index :redbark_accounts, [ :redbark_item_id, :redbark_account_id ], unique: true, name: "index_redbark_accounts_on_item_and_account_id"
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end
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end
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